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jpc0480
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Member since ‎Sep 2, 2019
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Jason Collins

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birdman on October 21, 2021
Integration with Discord
Slack is great. But fairly expensive and now in the hands of SalesForce. Not sure which direction it will go. Discord is a great alternative, affordable and easier to integrate with partners and customers.
Reply Idea Integrations
9 upvotes
7 Replies
jpc0480
Participant
February 06, 2023
@JoshLevitsky Did you ever find a solution to this? We are looking for something very similar. We want the bot to check Hubspot and verify the user...read more
ZaneMc on February 19, 2020
Contracts and Agreements
I understand there are a few ideas being floated on this particular topic but I wanted to "flesh out" the functionality of potential contracts and agreements within HubSpot. Firstly, in terms of contract management, we have historically used read more
Reply Idea Products & Quotes
42 upvotes
15 Replies
jpc0480
Participant
October 02, 2020
We sell b2b api and saas licenses for our software and this would be most ideal for our sales team
Solved
jpc0480 on October 02, 2020
Attribute revenue from a child company to parent
Parents act as an umbrella to all child companies. The child is repsonsible for all revenue generated. We are trying to figure out how a child can make a sale (deal) and then have this revenue be reported for the parent? Any help appreciate read more
Reply Discussion Professional
3 upvotes
8 Replies
dscalisi on May 23, 2018
Default terms for Quotes
Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.
Reply Idea Products & Quotes
90 upvotes
35 Replies
jpc0480
Participant
September 24, 2020
Would like to see this as well
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
621 upvotes
176 Replies
jpc0480
Participant
September 01, 2020
We can certainly use this too!
adamperri5 on August 21, 2019
Notifications for Quotes upon payment
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more
Reply Idea Products & Quotes
46 upvotes
24 Replies
jpc0480
Participant
September 01, 2020
I don't think you can do this with PRO either... I don't see any "quote" options under deal workflows and see that "Quote" workflows are not yet at o...read more
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